Assign Project Permissions to a Role

Once you create a role, you will have to define the permissions to assign a user under each object. Objects in this case refers to key components that users interact with on the Echo Mobile platform. They are: Contact Groups, Projects and Products

Projects are the folders containing your different communication on the Echo Mobile Platform. Some organization have set up projects based on a number of attributes.

This could be based on the different departments they have, timing of a particular campaign strategy, language differentiation etc. With this kind of categorization , an organization would like to protect the integrity of this data and thus the need to have roles and permissions put in place.

The different kind of permissions available are:

Read means a user is only able to view the contents of a project, that is notices, surveys and sub projects including the project folder itself.

Create allows a user to create a new project, communication that is notices, surveys and quizzes.

Edit only allows a user to edit a survey that has not been activated (in design mode)

Amend only allows a user to make minimal changes to an activated survey.

Activate/ Send this allows a user activate a survey thus sending invites to the respondents.

These permissions can either be selected to apply to all project folders on the organisation’s account or a selected few. Below is a breakdown of the actions within a project folder( surveys, quizzes & notices) and the permissions you can apply to perform the said action

Project Folder Actions

Read

Create

Edit

Delete

Create a Survey, Quiz or Notice

Delete a Survey, Quiz or Notice

Duplicate a Survey, Quiz or Notice

Close a Survey or Quiz

Move a Survey, Quiz or Notice

Upload a Survey, Quiz or Notice

Star a Project Folder

Communication Actions

Read

Create

Edit

Delete

Amend

Activate/Send

Edit a Survey or Quiz in Design Mode

Activate a Survey or Quiz

Send a Survey, Quiz or Notice

Export Survey, Quiz Results or a Notice Send Report

View Survey or Quiz Results

Send out Reminders for a Survey or Quiz

Edit an Active Survey or Quiz

Important to note:

When Edit permission is selected,Read is automatically applied.

When Create permission is selected, Edit and Read is automatically applied.

When Delete permission is selected, Read is automatically applied.

When Activate/ Send permission is selected, Read is automatically applied.

When Amend is selected, Read is automatically applied.

To move communication to a new project, you ought to have Read permission in the destination project folder.

While sending invites to contacts, you ought to have read permission in the group in which your contacts are located.